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Tips, traps and technical landmines
Tax has never been more complex, for taxpayers and advisers alike.
Legislative change, regulatory change, regulator activity, and the increasing
complexity of business transactions are all increasing the demands on tax
professionals. In times of change, one of the few constants for tax
professionals is the importance of fundamental technical knowledge and skills.
This program is designed to respond to that need so that participants will gain
the insights needed to add value (whether as advisers or in-house) and avoid
technical traps and landmines.
The 2019 organising committee are delighted to have designed an
unapologetically technical program that will equip attendees with the practical
knowledge and skills to navigate the complex tax environment. Before diving into
the detail however, it is important to understand the context in which we need
to deliver our tax technical skills. To assist with this, we are delighted to
welcome Bob Deutsch and Stephanie Caredes to respond to the political landscape
in an environment where tax policy will likely be a key political battlefield.
Continuing at the macro level, we are excited to have the return of our expert
commentators Graeme Cooper and Kerrie Sadiq, who will join with Bob Deutsch to
tackle the big tax reform questions of our time. We’re sure this discussion will
be thought provoking and will provide the perfect lead-in to lively networking
drinks on Thursday night.
The remainder of the program goes to the core of the Tax Institute’s
professional development; technical sessions delivered by the experts, to
provide attendees with the practical insights to respond to this complex world.
From residency, to capital and revenue distinctions, with a plenary session on
valuations, the technical program tackles core tax matters providing fresh
insights and responding to the latest changes. We also cover the key reforms
relevant to SME and corporate practitioners, with Paul Banister traversing the
stepping stones of Division 7A reform in the SME stream, and John Bland
providing a ‘post-implementation’ perspective on the practical impacts of the
Significant Global Entity changes in the corporate stream.
The 2019 Queensland Tax Forum organising committee are confident that
this program will provide all attendees with the information and ‘tips’
necessary to avoid the traps and technical landmines arising from today’s
complex environment. It is my sincere pleasure to commend the 2019 Queensland
Tax Forum to you, and I look forward to seeing you all there.
Professional employees that earn above average income often require advice to ensure that they have an optimum and appropriate remuneration plan in place. Salary packaging can ensure that a professional employee is maximising the interaction between benefits that attract fringe benefits tax (FBT), receive concessional tax treatment or are exempt from FBT. This session will cover:
Presented by Stewart Williams, Deloitte and Marie Kenny, Deloitte
Register for the FULL series with our Individual subscription or Company subscription!
The value of building contracts managed by building contractors can be significant and there are some tax issues that regularly arise for the building and construction industry. This topic aims to cover some of those issues including:
Presented by Sian Sinclair, CTA, Grant Thornton and Tanya Balasekeran, Grant Thornton
A high proportion of individual taxpayers claim a substantial amount of work related deductions and naturally the Australian Tax Office wants to ensure that taxpayers are not claiming income tax deductions that they are not entitled. Various substantiation requirements need to be satisfied while in some cases expenses do not have to be fully substantiated. This topic will cover:
Presented by Trevor Pascall, CTA, Crowe Horwath
An increasing number of domestic retail businesses are now looking to expand their sales via online platforms. The increase in digital businesses gives rise to a myriad of issues that SMEs need to consider. This topic will cover:
Presented by Ajay Ravi, PwC, Devak Bhika, PwC, Cathy Joseph, ATO and David Xu, ATO
Tax professionals are called upon to provide taxation advice on an extensive range of client related tax issues. This series of seminars, built around six key client types, has been specifically catered to engage young tax professionals in exploring, in greater depth, common issues that that most practitioners will encounter in their professional work. Each session is supported by practical, challenging case studies, demonstrating application of taxation law to the client issues presented.
Authored and delivered by practising experts, the series is intended to enable young tax practitioners to gain a deeper understanding of the application of the law to a range of common client issues and expand their current knowledge base.
Please note this is a paperless event, the materials will be emailed to you the week prior to each session.All subscriptions are valid for 2019 only.
IntroductionTax professionals are called upon to provide taxation advice on an extensive range of client related tax issues. This series of seminars, built around six key client types, has been specifically catered to engage young tax professionals in exploring, in greater depth, common issues that that most practitioners will encounter in their professional work. Each session is supported by practical, challenging case studies, demonstrating application of taxation law to the client issues presented.
Healthy, wealthy and wise – the role of D&I in driving a culture of high performance and wellbeing
The Tax Institute’s Women in Tax Network and its Queensland Women’s Tax Collective proudly introduce the next Women in Tax ‘Inspiring Leaders’ lunch, with our honoured guest speaker, Julie McKay.
With over 10 years of experience in diversity and inclusion (D&I), Julie is passionate about impacting important societal agendas in Australia and globally. She is recognised as one of Australia’s leading advocates for the social and economic empowerment of women and has previously served as Executive Director of UN Women Australia and as the first Gender Advisor to the Chief of the Australian Defence Force. She is currently the Chief D&I Officer for PwC Australia, leading their internal D&I strategy and working with clients to disrupt cultural and systemic barriers across the corporate, government and not-for-profit sectors.
While D&I is often associated with unconscious bias and targets, organisations are increasingly recognising the links between D&I, mental health and wellbeing and performance. Positioning these as a strategic priority is critical for organisations looking to create more engaged, connected and productive workforces.
Hear Julie’s insights about:
About the presenter
Julie McKay is a partner and the Chief Diversity and Inclusion Officer at PwC, with responsibility for leading the firm’s internal D&I transformation as well as supporting clients to adopt inclusive practices and the realise the benefits of diversity.
In 2014, Julie completed a Churchill Fellowship studying the experience of mining, engineering and technology companies in supporting women into senior leadership positions, comparing the experiences of companies in the US, UK, Sweden and Chile. She understands the need for companies to lead societal change, but also the need to support individual employees who might be the ‘pioneers’ in their role or industry. Julie has worked with leadership teams, employee networks and individuals to build understanding of the benefits of inclusion and how this can be achieved for all.
Julie convenes the Queensland Male Champions of Change, supporting the CEOs of some of Queensland’s largest employers to deliver on their diversity commitments. Julie is also the Chair of the Women’s College at the University of Sydney and a Board Member of Brisbane Girls Grammar School.
The Financial Services Taxation Conference, held over three days in Melbourne, is the only one of its kind focusing on tax issues in financial services and attracts practitioners and in-house tax advisers from across Australia.
The 2020 program will once again offer an array of plenary and breakout sessions, allowing you to choose sessions relevant to your specific interests. Among many highlights of the conference is the keynote session from The Hon. Justice Davies. During the opening Keynote address, delegates will also have the opportunity to hear a panel discussion on retirement income policy and the tax and transfer system led by Craig Emerson, Matt Linden and Grant Wardell-Johnson.
Once again, the technical program is delivered by leading financial services tax experts covering topics including:
Post the recent super reforms, the Total Superannuation Balance (TSB) impacts a member’s ability to access a range of superannuation concessions including non-concessional contributions, the ability to use the ‘bring forward rule’ and to access the new ‘carry-forward’ of unused concessional contributions, amongst others. This case study-based workshop is designed to examine the following:
Presented by Ben Dean, CTA, WMS Chartered Accountants
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